Job Description
Financial Planning & Analysis Analyst Onsite Role - South HoustonFP&A Responsibilities:
Financial Reporting & Analysis
- Prepare monthly, quarterly, and annual financial reporting packages for management, lenders, and private equity sponsors.
- Assist with preparation of Board of Directors and investor presentation materials.
- Develop and maintain financial models, operating forecasts, and variance analyses.
- Analyze operational and financial performance across manufacturing, leasing, and service business units.
- Support monthly close review processes and assist with management commentary on operating results.
Lender & Compliance Reporting
- Prepare borrowing base certificate reporting and supporting schedules.
- Monitor and calculate bank covenant compliance metrics.
- Coordinate reporting deliverables required under lending agreements and other financing arrangements.
- Support treasury-related reporting and liquidity analysis.
Budgeting & Forecasting
- Assist with annual budgeting and rolling forecast processes.
- Work with department leaders to develop operating assumptions and track performance against plan.
- Analyze working capital trends, cash flow, and capital expenditures.
Business Partnership & Operational Support
- Partner with operations, manufacturing, and leasing teams to improve reporting visibility and financial insight.
- Develop KPI dashboards and operational metrics to support decision-making.
- Assist with ad hoc financial analysis related to pricing, profitability, utilization, and strategic initiatives.
Audit & External Reporting Support
- Support external audit processes and requests.
- Assist with preparation of schedules and analyses required by auditors, lenders, and other third parties.
FP&A Analyst Qualifications:- Bachelors degree in Finance, Accounting, Economics, or related field.
- 25 years of experience in FP&A, corporate finance, or related analytical role.
- Experience in manufacturing, industrials, energy services, leasing, or private equity-backed environments preferred.
- Strong understanding of financial statements, budgeting, forecasting, and financial modeling.
- Experience with lender reporting, covenant calculations, or borrowing base reporting preferred.
- Advanced Excel skills required; experience with ERP systems and reporting tools preferred.
- Strong communication, organizational, and problem-solving skills.
- Ability to manage multiple priorities and work independently in a dynamic environment.
HOUAC49
Skills
Accountingunmatched
Accounting Closeunmatched
Ad Hoc Financial Modelingunmatched
Analysis Skillsunmatched
Budgetingunmatched
Business Operationsunmatched
Capital Analysisunmatched
Capital Expenditure (CAPEX)unmatched
Cash Flowunmatched
Communication Skillsunmatched
Corporate Financeunmatched
Decision Supportunmatched
ERP (Enterprise Resource Planning)unmatched
Economicsunmatched
External Auditunmatched
Financeunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Reportingunmatched
Financial Statementsunmatched
Forecastingunmatched
Liquidityunmatched
Loansunmatched
Manufacturingunmatched
Metricsunmatched
Multitaskingunmatched
Operational Auditunmatched
Operational Supportunmatched
Organizational Skillsunmatched
Performance Analysisunmatched
Performance Metricsunmatched
Pricingunmatched
Problem Solving Skillsunmatched
Profit & Lossunmatched
Reporting Dashboardsunmatched
Strategic Planningunmatched
Treasuryunmatched
Trend Analysisunmatched
Variance Analysisunmatched
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